Koa Wealth Management’s Microsoft MSFT Stock Holding History

Koa Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.8M	Buy	4,832 +364	+8%	+$147K	1.23%	23
2026 Q1	$1.65M	Buy	4,468 +122	+3%	+$51K	1.2%	27
2025 Q4	$2.1M	Buy	4,346 +1,152	+36%	+$577K	1.44%	22
2025 Q3	$1.65M	Sell	3,194 -21	-0.7%	-$10.7K	1.23%	28
2025 Q2	$1.6M	Sell	3,215 -15	-0.5%	-$6.51K	1.27%	28
2025 Q1	$1.21M	Sell	3,230 -14	-0.4%	-$5.71K	0.98%	32
2024 Q4	$1.37M	Sell	3,244 -34	-1%	-$14.5K	1.12%	29
2024 Q3	$1.41M	Buy	3,278 +124	+4%	+$53K	1.09%	32
2024 Q2	$1.41M	Sell	3,154 -93	-3%	-$39.3K	1.19%	28
2024 Q1	$1.37M	Buy	3,247 +947	+41%	+$383K	1.23%	25
2023 Q4	$865K	Buy	+2,300	New	+$819K	0.85%	29

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Koa Wealth Management's MSFT Position: Q2 2026 in Review

Koa Wealth Management increased its Microsoft (MSFT) stake by 8.1% in Q2 2026, buying an estimated $147K and bringing the position to 4,832 shares worth $1.8M. The position accounts for 1.23% of the portfolio, ranked #23.

Koa Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.1M in Q4 2025. 2,892 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Koa Wealth Management held 4,832 shares of Microsoft worth $1.8M as of Q2 2026.
Koa Wealth Management bought 364 Microsoft shares in Q2 2026, an estimated $147K.
Microsoft made up 1.23% of Koa Wealth Management's portfolio in Q2 2026, its #23 holding.
Koa Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Koa Wealth Management's Microsoft position peaked at $2.1M in Q4 2025.
2,892 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.